Advisory Alpha’s iShares US Insurance ETF IAK Stock Holding History

Advisory Alpha’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,504	Closed	-$205K	–	555
2025 Q4	$205K	Buy	+1,504	New	+$199K	0.01%	498
2025 Q3	–	Sell	-1,491	Closed	-$201K	–	532
2025 Q2	$201K	Buy	1,491 +18	+1%	+$2.39K	0.01%	467
2025 Q1	$203K	Buy	+1,473	New	+$193K	0.01%	441

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha's IAK Position: Q1 2026 in Review

Advisory Alpha sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 1,504 shares — an estimated $205K sold.

Advisory Alpha first reported a position in IAK in Q1 2025 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Advisory Alpha reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
Advisory Alpha sold 1,504 iShares US Insurance ETF shares in Q1 2026, an estimated $205K.
Advisory Alpha first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 3 quarters.
Advisory Alpha's iShares US Insurance ETF position peaked at $205K in Q4 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.